How one factory in China learned to live with Trump, tariffs and turmoil

U.S. President Donald Trump's tariffs targeted Chinese manufacturing, but after a turbulent 2025 one electronics maker concluded China remains a manufacturing base that is difficult to replicate unless conditions change materially. The firm's view highlights persistent advantages in China's scale and supplier ecosystem that could blunt reshoring efforts. For portfolio positioning, this suggests limited near-term disruption to China-centric supply chains absent major policy or cost shifts.

Analysis

U.S. President Donald Trump's tariffs targeted Chinese manufacturing, but after a turbulent 2025 one electronics maker concluded China remains a manufacturing base that is difficult to replicate unless conditions change materially. The firm's view highlights persistent advantages in China's scale and supplier ecosystem that could blunt reshoring efforts. For portfolio positioning, this suggests limited near-term disruption to China-centric supply chains absent major policy or cost shifts.